Fundamentals of Financial Planning

Catalog description

This course introduces students to the financial planning process, client/planner interactions and personal financial statements development and assessment. Topics include cash flow and debt management, education planning, planning elements of risk management, investment planning and retirement planning. This course is specifically of interest to those students who wish to pursue careers as financial planners. Prerequisite(s): FISV2000 . Offered at Charlotte, Online, Providence 3 Semester Credits